Conshohocken, PA Office

Marc Bernstein is a financial advisor with Diversify Advisory Services, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including roles at DFPG Investments, LLC, Hornor, Townsend & Kent, Inc, and Penn Mutual Life Insurance Company. Outside of advising, he is an attorney specializing in civil litigation and personal injury cases, serves on the endowment committee for Tiferet Bet Israel, is a board member of the American Technion Society Eastern Seaboard Region, and is an author working on a financial book. Diversify Advisory Services is an SEC-registered enterprise advisor serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm employs a tactical diversification and individualized asset allocation approach, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Alex Deck is a financial advisor with Diversify Advisory Services, LLC in Conshohocken, PA. He holds Series 63 and Series 65 licenses and has six years of industry experience, including three years at Hornor Townsend & Kent Inc. and ongoing work with Penn Mutual Life Insurance Co. Deck served in the United States Army National Guard from 2013 to 2019. Outside of his advisory role, he operates an insurance brokerage business providing multi-line insurance products. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small businesses. The firm employs a tactical diversification strategy and individualized asset allocation, offering a range of portfolio management options and customized financial planning services.

Andrew Hauber is a financial advisor at Diversify Advisory Services, LLC with 19 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His previous roles include positions at DFPG Investments, LLC and Hornor, Townsend & Kent, Inc. Hauber is also actively involved in life insurance brokerage through several entities, including 1847Financial and MWealth Advisors, providing sales and service for multiple carriers. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners with tailored financial planning and portfolio management. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and strategies along with flexible fee arrangements.

Christopher Truscello is a financial advisor at Diversify Advisory Services, LLC with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at DFPG Investments, LLC, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is also a financial representative at March FWD, where he sells fixed insurance products. Diversify Advisory Services is an SEC-registered advisory firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm focuses on tactical diversification and individualized asset allocation, offering a variety of portfolio management and consulting services tailored to client goals and risk tolerance.

Kevin Crowley is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has previously worked at DFPG Investments, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, Inc. Outside of his advisory role, Crowley is involved in operating March FWD LLC, a securities business, and also writes traditional insurance through Fixed Insurance. Diversify Advisory Services, LLC provides investment advisory and financial planning to a diverse client base including individuals, corporations, pension plans, and small business owners. The firm employs a tactical diversification investment approach using a mix of internal models and third-party solutions across multiple platforms and offers a broad range of portfolio management and consulting services.